The 1H 2024 Callan Institute Periodic Table of Investment Returns
The Callan Institute Period Table of Investment Returns, issued by Callan LLC, tracks returns for the past several years ending December 2023 and monthly through June 2024. This table pictorially represents the returns from most public asset classes available to investors and many are represented in Callan Family Office client portfolios. The returns are ranked […]
Callan Family Office 2024 State of Business Report
Earlier this year, BCA Research published a piece titled “Chilling with the Maytag Repairman.” This report contained a summary table (see below) that showed the annualized rate of real GDP growth and its domestic components across all postwar recessions. The table compared the compound-annual growth rates of consumer spending, private (corporate) investment, and government spending. […]
Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds
Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as […]
The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers
The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their […]
Callan Family Office 2024 Mid-Year Outlook
One of the long-standing investment themes at Callan Family Office has been investing in innovation. This is not uniquely a story around artificial intelligence, or an any particular asset class. Rather, we look for innovative concepts throughout the public and private markets, across industries, and ones that are executable by institutional-caliber asset managers. We recognize […]
Callan Family Office Webinar Series: What Does This Extraordinary Election Year Mean for Investors?
In the latest Callan Family Office webinar, Partner Todd Neal is joined by Michael Townsend, Managing Director, Legislative and Regulatory Affairs at Charles Schwab, to talk about what is at stake as Congress and the White House are both up for grabs in 2024.
Callan Family Office Webinar Series: How Difficult Is it for Emerging Managers to Succeed in the Current Venture Market?
In our latest webinar on the state of the venture capital industry, Callan Family Office Investment Partner Tom Raymond speaks with Roland Reynolds of Industry Ventures on the tougher environment for emerging venture managers.
Callan Family Office Webinar Series: Are Drops in Venture Capital Valuations Good News for Investors?
In our latest webinar on the state of the venture capital industry, Callan Family Office Investment Partner Tom Raymond speaks with Roland Reynolds of Industry Ventures on how the drop in valuations is helping investors in venture capital.
Commercial Real Estate Capital Markets: Insights for Institutional Investors
Commercial Real Estate Capital Markets: Insights for Institutional Investors Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy […]
A Deeper Look into Callan LLC’s Capital Markets Assumptions
A Deeper Look into Callan LLC’s Capital Markets Assumptions Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy […]